See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,333 | $73,004-90.0% | $90,749-91.9% | $68,494-89.3% |
| Participation rate | 61.0% | 70.8%-9.9pp | 75.7%-14.7pp | 67.9%-6.9pp |
| Annual return | -26.35% | -13.81%-12.5pp | -12.16%-14.2pp | -7.84%-18.5pp |
| Employer contribution / active EE | $1,348 | $2,193-38.5% | $2,921-53.8% | $2,596-48.1% |
| Participant deferral / active EE | $2,193 | $3,627-39.5% | $4,564-51.9% | $4,027-45.5% |
| Admin fee / account holder | $141 | $5,896-97.6% | $8,445-98.3% | $5,403-97.4% |